Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,526 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
1,414
shares
|
$845,982
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,414
shares
|
$845,982
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
1,405
shares
|
$840,597
0.31% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$839,400
0.36% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
1,402
shares
|
$838,802
0.03% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,401
shares
|
$838,204
0.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,401
shares
|
$838,204
0.04% of portfolio
|
Q2 2025
Reduced 74.84%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
1,400
shares
|
$837,606
0.6% of portfolio
|
Q4 2022
New holding
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
1,393
shares
|
$833,417
0.09% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,393
shares
|
$833,417
0.18% of portfolio
|
Q1 2025
Added 3382.5%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
1,390
shares
|
$831,623
0.17% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,388
shares
|
$830,426
0.05% of portfolio
|
Q4 2021
Added 10.69%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
1,381
shares
|
$826,238
0.51% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,380
shares
|
$825,640
0.24% of portfolio
|
Q1 2018
Reduced 3.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,379
shares
|
$825,041
0.08% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,376
shares
|
$823,247
0.03% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
1,375
shares
|
$822,648
0.25% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,371
shares
|
$820,255
0.11% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,371
shares
|
$820,255
0.2% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,370
shares
|
$819,657
0.07% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
1,369
shares
|
$819,059
0.06% of portfolio
|
Q2 2025
Added 46.89%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,369
shares
|
$819,059
0.29% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,356
shares
|
$811,281
0.01% of portfolio
|
Q2 2025
Added 115.58%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
1,353
shares
|
$809,486
0.21% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,349
shares
|
$807,093
0.17% of portfolio
|
Q2 2025
Reduced 12.69%
|